• Support the overall long-term financial strength of George School through donor and prospective donor visits with focus on education about and solicitation of gifts, in particular deferred and planned gifts.
• Maintain a portfolio of 100+ new and viable major gift/planned gift prospects with the goal of annually qualifying, acquiring, retaining, reactivating, and upgrading their contributions.
• Design and implement strategies to identify, cultivate and solicit high-net worth and planned giving prospects for major gifts.
• Assume primary responsibility for providing support and training regarding planned and deferred gifts. Apply industry best practices, maintain an awareness of successful initiatives utilized at peer institutions, and actively make recommendations to expand and refine planned giving strategy.
• In collaboration with Marketing team, create a planned giving marketing strategy to cultivate and steward ongoing donors and planned giving prospects.

The ideal candidate will be driven and excited by work with intergenerational donors, have 5 or more years of related experience with planned giving and knowledge of giving vehicles, industry trends and best practices.

About George School

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